Post Holdings, Inc.
POST
Jodie situation report
Post Holdings, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 12 directly disclosed connections are confirming.
- Revenue decreased 1.8% versus the comparable filing period.
- Egg-product sales fell as lower prices coincided with 9% lower volumes and normalized demand.
- Side-dish pricing lifted sales despite 1% lower volumes, creating a specific price-versus-volume exposure to compare.
Invalidation: The isolated read changes if POST's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind POST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
SYY42.0% of POSTcustomerNov 21, 2025 ▾
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 42.0% of the segment’s net sales in fiscal 2025.”
USFD42.0% of POSTcustomerNov 21, 2025 ▾
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 42.0% of the segment’s net sales in fiscal 2025.”
Depended on by
PTONPeloton Interactive, Inc.supplierAug 7, 2025 ▾
“As such, we currently do not expect to add-back in the future any additional supplier settlements related to that effort.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
POST is currently a Follower in the organic co-movement group Defensive Consumer Demand. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.